Jennifer Watson, Managing Partner at Watson Investments - Building a Strategic Wealth Plan for CEOs
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In this episode of The CEO Global Network Podcast, host John Wilson sits down with Jennifer Watson, Managing Partner at Watson Investments, to discuss how CEOs and business leaders can take a more strategic approach to managing their personal and professional wealth.
Jennifer shares why CEOs need to treat their personal finances with the same intentionality as their business strategy - starting with a clear vision, a strong plan, and an “A-player” team that can execute. She also explains how to align investments with business goals, avoid common wealth management pitfalls, and ensure continuity through trusted advisory teams.
Whether you’re leading a growing company or preparing for succession, Jennifer’s insights on wealth planning, tax strategy, and long-term financial vision will help you think more holistically about your financial future.